Edit Workflows on the Canvas | Pricefx Knowledge Base

Workflow Designer lets you build a workflow by arranging nodes on a canvas and connecting them. This article covers the canvas editing operations: selecting, copying, duplicating, deleting, and reconnecting.

Navigation: Administration > Workflow Designer

Prerequisites

You have the Edit Workflow Designer role, or a role above it. See Workflow Designer Permissions.
The workflow has Draft status. A Published or Superseded workflow opens in read-only mode, and you cannot edit it on the canvas.

Select Nodes and Connections

Click a node to select it.
Hold Shift and click more nodes to add them to the selection.
Hold Shift and drag across empty canvas to select an area. An area selection also selects the connections inside the area.
Click empty canvas to clear the selection.

Note: Holding Shift and clicking nodes does not select the connections between them. This changes what a copy contains. See Copy, Cut, and Paste.

Copy, Cut, and Paste

Action	Windows	macOS
Copy	Ctrl+C	Cmd+C
Cut	Ctrl+X	Cmd+X
Paste	Ctrl+V	Cmd+V

Select the nodes you want to copy.
Press Ctrl+C to copy, or Ctrl+X to cut.
Press Ctrl+V to paste.

Expected result: The pasted nodes appear offset from the originals, and they are selected. Each further paste of the same content is offset one more step, so repeated pastes fan out.

Note: A connection is copied only when you select the connection and both of the nodes it joins. Select an area to include connections.

Note: You cannot copy, cut, or delete the Start workflow node. A workflow always has exactly one Start workflow node.

Note: The shortcuts do not work while the cursor is in a text field.

Duplicate a Node

Right-click the node. To duplicate several nodes, select them first, then right-click inside the selection.
Select Duplicate.

Expected result: A copy of each duplicated node appears on the canvas.

Delete Nodes and Connections

Right-click the node, the connection, or a selection of several nodes.
Select Delete.

Expected result: Workflow Designer removes the selected nodes and connections.

Note: Deleting a node also removes the connections attached to it.

Warning: Delete does not ask you to confirm. To restore what you deleted, click Undo in the canvas toolbar.

Reconnect a Connection

You can move one end of an existing connection to another node, instead of deleting the connection and drawing a new one.

Point to the end of the connection you want to move.
Drag the endpoint to the connection handle on another node.
Release the endpoint on the handle.

While you drag, a dimmed copy of the connection stays visible. It shows how the nodes were connected before you started. Workflow Designer highlights the handles that accept the connection.

Expected result: The connection joins the new node. The other end of the connection does not change.

Note: Connection rules still apply. You can drop the endpoint only on a handle that accepts the connection.

Warning: If you release the endpoint on empty canvas, Workflow Designer deletes the connection.

The options in the right-click menu depend on what you click.

You right-click	Options
A node	Properties, Duplicate, Delete
A connection	Delete
A selection of several nodes	Duplicate, Delete

Note: Duplicate and Delete do not appear for the Start workflow node.

Note: Empty canvas has no right-click menu. Use Ctrl+V to paste.

Note: If your browser's own menu opens when you right-click, the canvas is read-only. A Published or Superseded workflow always opens read-only. Your role can also make the canvas read-only. See Workflow Designer Permissions. To edit a published workflow, create a next version, then edit the draft. See Manage Workflows.

Undo and Redo

Use Undo and Redo in the canvas toolbar to step back and forward through your canvas changes.